Financial services

Real-time data access, smooth client interactions, and strict compliance standards are all necessary for a firm to thrive.  At Sarla Consulting, a skilled team combines 360-degree client image building with  Salesforce key banking, investing, and risk management platforms. Moreover, we provide AI-powered CRM solutions that help businesses keep track of all customer interactions, automate onboarding new clients, and offer them specific investment advice. This eliminates a whole lot of physical labor and enhances the customer experience.